Industry Notes

There is obviously now “more good news than bad priced in” our technology supply chain coverage ahead of CQ2 EPS season, which still has the potential to prove especially volatile for new U.S. tax and…

We think another recent wave of news about U.S. pilot programs testing autonomous last mile delivery highlights what can be a significant robotics opportunity for on-demand delivery networks over the long term for companies such…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of May, which was noticeably below seasonal trends, albeit including some still relatively positive battery electric vehicle (BEV)…

We think secular trends behind the proposed IPO of Voyager Technologies highlights an ongoing opportunity for healthy growth in aerospace, defense & space markets for several companies we follow across the supply chain, most notably,…

We think recent news flow from the past several days is likely to again “heat up” the discussion for investors on the autonomous rideshare front, especially when it comes to the shares of Lyft (LYFT;…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of April, which was a bit above seasonal trends and included some generally positive battery electric vehicle (BEV)…

Our latest look at aggregate inventories, up and down the supply chain for CQ1, suggested typical seasonal inventory builds in aggregate Dollars, albeit against better-than-usual sales trends. At the same time, inventory ratios improved on…

Last Thursday (4/24), the U.S. Department of Transportation’s National Highway Traffic Safety Administration (NHTSA) introduced a new Automated Vehicle framework, which aims to make it easier for companies to deploy autonomous vehicles (AVs) at scale…

Yesterday, the European Automobile Manufacturers Association released car registration data from the region for the month of March, which was somewhat below seasonal trends. Although, we note registrations included some positive battery electric vehicle (BEV)…

Last week, we spent two days in Washington D.C.at Data Center World, which is considered to be the largest data center trade show of the year, where we sat in on industry talks, walked the…

Over the weekend, the U.S. provided some clarifications on its plan to impose tariffs on technology products, which we think can better support at least some sort of a “relief rally” across our supply chain…

We think yesterday’s decision by the U.S. Government to introduce a 90-day pause on previously announced tariffs for most trading partners, while maintaining a recently introduced 10% universal import tariff, and raising tariffs on China…

We expect significant volatility across our technology supply chain coverage during the upcoming Q1 EPS season given how new U.S. global tariff policies have turned out to be much broader and stringent in nature than…

We think recent news flow of increasing pick-up and drop-off fees that are added on to rideshare trips at certain U.S. airports bears watching since we assume these fees are ultimately passed on to consumers…

We reviewed the S-1 filings from CoreWeave, a specialized cloud service provider (CSP) for high-performance artificial intelligence (AI) and machine learning (ML) workloads, ahead of its proposed IPO under the ticker CRWV for listing on…